See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,643 | $176,056+39.5% | $159,436+54.1% | $167,490+46.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.07% | 331.75%-321.7pp | 263.57%-253.5pp | 478.56%-468.5pp |
| Employer contribution / active EE | $3,821 | $5,297-27.9% | $4,829-20.9% | $4,837-21.0% |
| Participant deferral / active EE | $4,124 | $7,750-46.8% | $7,352-43.9% | $6,341-35.0% |
| Admin fee / account holder | $15 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |